Två sätt att se världen

Så här ser en av våra amerikanska mäklarfirmor, ISI, på världen idag:

Just more good economic news was released this morning. Home prices are up, stocks prices are up, the unemployment rate is down and gasoline prices have rolled over. It should not be surprising that consumer confidence is on the upswing. Furthermore, the drag from the cancellations of prior placed foreign order upon that the regional and national mfg surveys is waning.


Så här ser de riktiga nyheterna ut idag:  

Daimler is planning to cut production at its largest car plant, a source familiar with the situation told Reuters, as deteriorating markets in Europe and China hit sales of its Mercedes-Benz cars.

S&P Cuts 2013 Euro Zone GDP Growth Forecast to 0.0% Vs +0.3%

GREECE MAY HAVE TO RAISE MORE MONEY FROM DEBT MARKETS IN 2015 AND 2016 THAN THE 10.6 BILLION EUROS FORESEEN IN ITS BAILOUT AGREEMENT EARLIER THIS YEAR - DEPUTY FINANCE MINISTER STAIKOURAS

GREECE MAY SEEK A ROLLOVER OF GREEK BONDS HELD BY THE ECB AS ONE OPTION TO PLUG FINANCING GAP IN COMING YEARS - DEP FINMIN SAYS IN DOCUMENT

EMERSON ELECTRIC lowers full year sales growth as economic growth around the world continue to decelerate.

*VOLKSWAGEN SAYS 2H WILL BE MORE DIFFICULT

*INFINEON SEES 1Q REVENUE FALLING UP TO 10% VS 4Q

VOLVO SAYS SLOWING ECONOMIC ACTIVITY RESULTING IN WEAKENING TRUCK DEMAND ACROSS EUROPE - RTRS

*CATALAN LEADER MAS CALLS EARLY ELECTIONS FOR NOV. 25

Och vad gäller huspriserna så:

House price index worse +0,2% vs expected +0,6%

och även Case Shiller:

...it missed in the sequential Top 20 Composite price change, which printed at 0.44%, below expectations and half off the June price increase of 0.91%. In fact, as the chart below shows, the July increase was now the slowest sequential increase in the past 5 months, and at this rate, the August, or September data at the latest, will show a sequential decline in prices

dvs, återhämtningen i husprisindex kan redan sägas vara över